Rowlandmiller & Partners’s Phillips 66 PSX Stock Holding History

Rowlandmiller & Partners’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	12,788 +113	+0.9%	+$19.5K	0.39%	56
2026 Q1	$2.31M	Sell	12,675 -207	-2%	-$32.4K	0.47%	51
2025 Q4	$1.66M	Buy	12,882 +114	+0.9%	+$15.3K	0.32%	66
2025 Q3	$1.74M	Buy	12,768 +70	+0.6%	+$8.97K	0.34%	66
2025 Q2	$1.51M	Buy	12,698 +415	+3%	+$46.5K	0.31%	63
2025 Q1	$1.52M	Buy	12,283 +262	+2%	+$32.3K	0.32%	65
2024 Q4	$1.37M	Buy	12,021 +1,560	+15%	+$198K	0.29%	70
2024 Q3	$1.38M	Buy	10,461 +1,300	+14%	+$176K	0.28%	72
2024 Q2	$1.29M	Sell	9,161 -1,935	-17%	-$286K	0.28%	67
2024 Q1	$1.81M	Buy	11,096 +900	+9%	+$130K	0.38%	57
2023 Q4	$1.36M	Buy	10,196 +350	+4%	+$41.8K	0.31%	65
2023 Q3	$1.18M	Buy	9,846 +700	+8%	+$78.6K	0.29%	65
2023 Q2	$872K	Buy	9,146 +50	+0.5%	+$4.86K	0.21%	79
2023 Q1	$922K	Hold	9,096	–	–	0.22%	75
2022 Q4	$919K	Hold	9,096	–	–	0.23%	74
2022 Q3	$734K	Hold	9,096	–	–	0.2%	76
2022 Q2	$746K	Sell	9,096 -60	-0.7%	-$5.55K	0.19%	81
2022 Q1	$791K	Buy	9,156 +100	+1%	+$8.41K	0.18%	83
2021 Q4	$656K	Buy	9,056 +5,404	+148%	+$408K	0.15%	94
2021 Q3	$263K	Sell	3,652 -5,019	-58%	-$363K	0.09%	104
2021 Q2	$744K	Buy	8,671 +575	+7%	+$48.5K	0.18%	83
2021 Q1	$660K	Buy	8,096 +850	+12%	+$66.7K	0.17%	82
2020 Q4	$507K	Buy	7,246 +4,689	+183%	+$275K	0.14%	93
2020 Q3	$137K	Sell	2,557 -1,095	-30%	-$66.8K	0.06%	128
2020 Q2	$263K	Buy	3,652 +1,095	+43%	+$77.5K	0.09%	104
2020 Q1	$137K	Buy	2,557 +6	+0.2%	+$488	0.06%	128
2019 Q4	$284K	Sell	2,551 -55	-2%	-$6.18K	0.09%	98
2019 Q3	$267K	Buy	2,606 +350	+16%	+$35.1K	0.09%	99
2019 Q2	$210K	Buy	2,256 +656	+41%	+$58.9K	0.07%	108
2019 Q1	$152K	Buy	+1,600	New	+$152K	0.05%	117
2018 Q4	–	Sell	-1,006	Closed	-$113K	–	135
2018 Q3	$113K	Hold	1,006	–	–	0.04%	131
2018 Q2	$113K	Sell	1,006 -106	-10%	-$11.9K	0.04%	129
2018 Q1	$107K	Buy	1,112 +106	+11%	+$10.3K	0.04%	130
2017 Q4	$102K	Buy	+1,006	New	+$95.6K	0.04%	130

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Rowlandmiller & Partners's PSX Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Phillips 66 (PSX) stake by 0.89% in Q2 2026, buying an estimated $19.5K and bringing the position to 12,788 shares worth $2.16M. The position accounts for 0.39% of the portfolio, ranked #56.

Rowlandmiller & Partners first reported a position in PSX in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.31M in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Rowlandmiller & Partners held 12,788 shares of Phillips 66 worth $2.16M as of Q2 2026.
Rowlandmiller & Partners bought 113 Phillips 66 shares in Q2 2026, an estimated $19.5K.
Phillips 66 made up 0.39% of Rowlandmiller & Partners's portfolio in Q2 2026, its #56 holding.
Rowlandmiller & Partners first reported a position in Phillips 66 in Q4 2017 and has held it in 34 quarters since.
Rowlandmiller & Partners's Phillips 66 position peaked at $2.31M in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.